“We have written the website in plain language that’s free of jargon, so that investors can understand the content better and develop confidence with their finances,” said Tom Hamza, president of Investor Education Fund. “Investors can learn important topics such as how compounding works or the impact that fees have on mutual fund returns. Navigating is intuitive, so investors can quickly find the information they’re looking for.”
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Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
47m ago -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
2h ago -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
2h ago -
But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
3h ago -
The accusations led to the end of 16 years at the firm.
July 15 -
In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.
July 15